Organizing customers with tags
Regular customer, VIP, Commercial: free-form keywords instead of rigid categories. How tags are assigned — and why spelling takes discipline.
Tags are free-form keywords on a customer. They are more flexible than rigid categories, because a customer can carry several: "Regular customer" and "Commercial".
Assigning and removing
In the customer form, type into the "Tags" field and confirm with Enter; the X on a tag removes it again. The form is reached via sidebar → Customers → "Create new customer", or by opening a customer → "Master Data" tab → "Edit". Gantway suggests five common tags: Regular, New, VIP, Private, Business. Your own are just as welcome, such as "Heritage protection" or "Property management". Gantway assigns the colors automatically and consistently.
Two limits apply: at most 10 tags per customer, each up to 50 characters. Anyone who may edit the customer may assign tags, by default admin, planner and team lead.
What tags are good for
Tags come into their own in the customer list. The tag filter pulls out "all VIP customers" in seconds, or, with AND logic, "all commercial regular customers".
Auch bekannt als: tags, keywords, customer groups, regular customer, VIP.